James Frankel Horrocks

Atomic Clock Partners, Inc. (ACP) is an investment management firm headquartered in Danvers, Massachusetts. Formerly known as TimeScale Financial, Inc., the firm was founded in 2012 as Coastal Capital Group, Inc. and was acquired in 2022 by OneDigital Investment Advisors LLC, a subsidiary of Digital Insurance LLC. ACP offers investment advisory services to individuals, high net-worth individuals, trusts, estates, charitable organizations, businesses and their retirement plans.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Integrated Wealth Concepts LLC (Integrated) is a registered independent investment advisor headquartered in Waltham, Massachusetts. The firm was founded by Paul Saganey and John G. Cataldo in 2016 and do-business-as Integrated Financial Partners and Integrated Partners. Integrated provides investment advisory services to individuals, families, trusts, estates, businesses and retirement plans.

Northeast Planning Associates, Inc. provides financial advisory services. It offers proprietary planning tools and software programs, proposal and financial planning generation services and strategic retirement plan consulting services. The company was founded by Edward C. Hiers in 1958 and is headquartered in Bedford, NH.